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JPMorgan Nasdaq Equity Premium Income ETF

425 hedge funds and large institutions have $3.61B invested in JPMorgan Nasdaq Equity Premium Income ETF in 2023 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 233 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

521% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 19

348% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 52

78% more capital invested

Capital invested by funds: $2.03B → $3.61B (+$1.58B)

38% more funds holding in top 10

Funds holding in top 10: 2129 (+8)

29% more funds holding

Funds holding: 329425 (+96)

6.33% more ownership

Funds ownership: 36.68%43.01% (+6.3%)

6% less call options, than puts

Call options by funds: $2.85M | Put options by funds: $3.02M

Holders
425
Holders Change
+96
Holders Change %
+29.18%
% of All Funds
6.2%
Holding in Top 10
29
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+38.1%
% of All Funds
0.42%
New
118
Increased
233
Reduced
52
Closed
19
Calls
$2.85M
Puts
$3.02M
Net Calls
-$173K
Net Calls Change
+$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$655M +$534M +11,061,258 +539%
JP Morgan Chase
2
JP Morgan Chase
New York
$421M +$140M +2,906,436 +53%
LPL Financial
3
LPL Financial
California
$253M +$68.6M +1,421,039 +39%
Wells Fargo
4
Wells Fargo
California
$138M +$67.2M +1,391,540 +101%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$127M -$21.8M -451,636 -15%
UBS Group
6
UBS Group
Switzerland
$120M +$18.3M +378,697 +19%
Bank of America
7
Bank of America
North Carolina
$117M +$110M +2,277,380 +3,794%
RIG
8
RiverFront Investment Group
Virginia
$98.7M +$1.04M +21,615 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$94.7M +$4.6M +95,310 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$84.7M +$20.2M +417,607 +33%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$71.8M +$11M +227,300 +19%
HCM
12
Hilton Capital Management
New York
$44M +$42.6M +882,050 New
LJCM
13
Lee Johnson Capital Management
Texas
$39.7M +$839K +17,378 +2%
NYLIM
14
New York Life Investment Management
New York
$39.5M -$1.17M -24,216 -3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$38.8M +$22.1M +457,382 +143%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$38.4M +$3.07M +63,580 +9%
RJA
17
Raymond James & Associates
Florida
$38.4M +$4.15M +86,030 +13%
MML Investors Services
18
MML Investors Services
Massachusetts
$30.9M +$7.99M +165,621 +36%
RCM
19
Requisite Capital Management
Texas
$28.8M -$221K -4,569 -0.8%
LGA
20
Lebenthal Global Advisors
New York
$28.8M +$27.8M +576,562 New
PAG
21
Private Advisor Group
New Jersey
$28.7M +$7.4M +153,302 +36%
Truist Financial
22
Truist Financial
North Carolina
$26.5M +$3.19M +66,016 +14%
KAS
23
Kestra Advisory Services
Texas
$24.5M +$6.14M +127,118 +35%
HighTower Advisors
24
HighTower Advisors
Illinois
$24.5M +$3.69M +76,467 +18%
AWM
25
AE Wealth Management
Kansas
$24.1M -$1.72M -35,662 -7%